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To: orkrious who wrote (193054)	9/21/2002 5:04:23 AM
From: oldirtybastard	Read Replies (1) \| Respond to of 436258

zeev and his robots like playing it long, what else you need to know? -g-

To: orkrious who wrote (193054)	9/22/2002 9:39:53 PM
From: reaper	Respond to of 436258

yes i have. consider it and its evil twin CECO to be pretty much crappy, over-valued businesses. the 'education' stocks are in a serious bubble right now (to COCO and CECO you would add APOL, EDMC and STRA; DV and ESI are also in the group but since they are 'tech' education they have fallen on hard times). not short any of the still high-flyers yet (have very small token positions in DV and ESI), though it is an area i am considering re-deploying some capital too. i don't see a whole lot of room for incremental multiple expansion from here, so the odds of getting hurt BAD seem not high. first on my list is CECO, followed by COCO. Cheers